About Orion Capital
Orion Capital Management, a fee-only financial advisor in San Diego, CA, is led by two principals who are both highly-educated, experienced professionals, committed to continuous learning.
We are dedicated to delivering you the highest quality investment management and financial planning advice possible. We also pride ourselves on our highly-responsive service that puts our clients first.
Orion's Unique Culture
Orion’s unique culture has its roots in the prior military service of its two principals. Before embarking of their careers in finance, both Peter and Jeff served in the United States Navy as members of small, focused teams. They thrived in demanding, fast-paced environments where the cost of mistakes, inattention or poor judgment could be extraordinarily high.
As a Naval Flight Officer aboard the P-3 Orion, Peter worked as a member of a team for whom crisp, clear communication, decisiveness and rigorous attention to detail was essential to not only the success of the mission, but also the safety of the crew.
As a Master Explosive Ordnance Disposal (EOD) Technician/Special Operations Operator, Jeff operated around the world in conflict-zones where he needed to command the trust of not only fellow U.S. operators, but also foreign allied forces. Whether on missions with Navy SEALS, U.S. Special Forces, or foreign allied bomb disposal units, Jeff operated, often with imperfect information, in fluid, rapidly evolving circumstances which required pro-active, clear thinking coupled with precise and decisive action.
The esprit du corps developed during Peter and Jeff’s military service is evident in Orion’s culture today in the positive, good-natured, can-do attitude that permeates our firm.
Would You Like to See if We are a Good Fit for You?
We are always happy to meet new potential clients and explain more about who we are, our investment process and philosophy, and how we serve clients. If you would like to see if we are a good fit for you and your situation, schedule a call or meeting with us.
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